About this session

For a general partner, AI lands on margin, firm valuation and the next fund's operating model, and on what you say when an LP or your IC asks what you are doing. Most GPs are working from a distorted picture: vendors on one side, sceptical partners on the other, and little reliable information about what comparable firms have achieved.

In 45 minutes we describe what an AI-first firm looks like from the perspective of someone accountable for all of it: where the returns have shown up and how large they are, what it does to management company economics and the cost of scaling AUM, how it changes the team you hire next, and how it comes up in LP diligence. We cover governance directly, including who owns AI risk in a partnership, what regulators are signalling, and your exposure on confidentiality and LP data. We also cover the cost of moving badly, from tools nobody adopts to initiatives with no owner to overclaiming to investors.

Agenda

• Framing the decision. Why this sits with the partnership, and what is actually being decided.

• What has demonstrably worked. An honest read on cycle times, error rates, capacity released, and cost.

• Management company economics. The effect on margin, cost-to-scale-AUM, hiring, and how the firm is valued.

• LPs and diligence. What sophisticated allocators are probing for, and what a credible answer sounds like.

• Governance, risk and regulation. Ownership of AI risk, confidentiality and LP data, and the controls that must exist.

• The cost of moving badly. Failed pilots, unadopted tools, absent owners, and overclaiming to investors.

• A defensible firm-level position. What to decide now, what to defer, and how to communicate it.

• Live Q&A